kalpavriksha investment Services
Manifesting Your Goals !
kalpavriksha investment Services
Manifesting Your Goals !
About Us
Planning Futures
A Proven Approach
A Proven Approach
" The best way to predict the future is to create it ." - Abraham Lincoln . Through Financial Planning, one can meet their long term & short term life goals in a systematic & peaceful manner. We would be glad to create one for you.
A Proven Approach
A Proven Approach
A Proven Approach
We start our journey with our clients by clarifying that we have a Zero Fee structure. We understand that YOU are unique and so are your goals & aspirations . Therefore, we provide a Tailor Made Investment Solution that fits your dreams & current life scenario.
Why Us?
A Proven Approach
Why Us?
Our team is comprised of dynamic professionals coming from different walks of life but what we have in common is our Commitment to Ethics and Integrity. We’re fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our Services
FINANCIAL PLANNING
Financial Planning is a step by step approach to meet one's life goals. It serves as a Road Map in your life's journey which enables you to not only manage your income, expenses , savings & investments but it also manages one's own behaviour as they begin to invest with discipline.
TAX PLANNING
Tax Planning is an integral part of Financial Planning. We ensure that you save money & mitigate your tax burden well while conforming to the legal obligations & requirements. For this, we assist you in identifying & providing a suitable Investment avenue through mutual fund & insurance as per your requirement.
MUTUAL FUND
Mutual Fund is a very big opportunity for any individual or an institute to comfortably invest in a professionally managed fund with the flexibility of choosing their own tenure & amount to be invested. One can invest in mutual fund either by investing in liquid & debt or by investing in equity through :
- SIP ( Systematic Investment Plan )
- LUMPSUM ( One Time Investment )
INSURANCE
Be Future Ready by investing in Insurance. In this life full of uncertainties & unprecedented events , we will assist you in navigating smoothly & effectively through :
- Term Plan
- Mediclaim
- Life & General Insurance
- Motor Insurance
BONDS
Bonds are lower - risk and lower return investments which provides a predictable income stream. Conservative in nature, it is more apt for investors looking for fixed income while being invested for a stipulated time.
We can assist you in dealing with the following bonds according to your purpose :
- Government of India Bond or RBI Bonds
- Capital Gains Bonds
- Tax Free Bonds
- Public Sector Undertakings & Banks
Founder & CEO : DIPTI MEHROTRA
Dipti is the Founder & CEO of KALPAVRIKSHA Investment Services. From the very outset, she has an entrepreneurial zeal & a deep understanding of customer insight.
An alumna of Ashok Hall Girl's Higher Secondary School, Kolkata, she was elected as the Deputy Head Girl of her school and formed the School Council multiple times in her school life by taking up different leadership roles.
Having a Masters degree in Commerce from Kolkata University, she began her career with the Infinity Group of Kolkata by assisting the Deputy General Manager - Accounts & Finance before moving on to the Financial Services Industry, where she got the opportunity to work with well renowned Wealth Management Firms of Kolkata. Before starting on her own, Dipti has worked extensively for half a decade in the industry.
Being an entrepreneur by nature & having a client centric behaviour, soon Dipti founded Kalpavriksha Investment Services with the encouragement & support of her husband Atul Mehrotra.
Her vision is to make Kalpavriksha a reliable household name known for Financial growth & abundance. She aims to achieve this by creating happy customers & spreading financial literacy, both of which she truly believes in.